Rainmaker Multiplier On-Demand
Coffee Break with C2P: Tax Prep vs. Tax Management vs. Tax Planning
In this special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Dave Alison hosts Tax Preparation v. Tax Management v. Tax Planning. Listen in as Dave, Carl Smith, Greg Hammer, and the rest of the panel discuss the different tax advice options financial advisors can provide for their clients.